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Worksheet based Datasets take the formulas, transformations, filters, levels and parameters from a worksheet and turn it into a Dataset that others can build on. Datasets can also be materialized back to your database, helping speed up analysis. 

Worksheets built on Datasets will inherit all changes to the underlying Dataset. The benefit of creating a Dataset from a Worksheet is that there is then a single data source that people can build from in a way that ensures that metrics will always be calculated the same way. If there are changes to the calculations, they just need to be updated in the Dataset, and all worksheets built on it will inherit that change. 

Best practices for creating worksheet based Datasets

  • Minimize Levels
    Worksheets built on Datasets are flat. All levels in the worksheet tab of Datasets will be flattened in worksheets created on top of the dataset. Only create the levels necessary for key calculations to help prevent confusion. 
  • Consider Your Filters
    The right filters surface the most relevant data, making the process of discovering insights much quicker. When combined with materialization, it also means queries run faster. The best filters cut out irrelevant data without being restrictive. 
  • Describe What the Dataset is For
    If the Dataset was built as a base for a specific use case, a good title and description lets people know what that use case is. It’s important to be clear about when the Dataset should and shouldn’t be used. 
  • Materialize at the Right Time
    If you are setting up materialization for your Dataset, make sure to check when the data you are using is refreshed in the database. You want to set your refresh schedule to occur after the database refresh. 

 

Convert a Worksheet to a Dataset

  1. Open the worksheet that you would like to convert into a Dataset. 
  2. Make sure the latest version of the worksheet is published. 
  3. Open the worksheet menu by clicking the ‘…’ in the upper right of the screen
  4. Choose ‘Convert to Dataset’. Your worksheet will be converted into a Dataset. All downstream references will now point to the Dataset

Extract a Dataset from a Worksheet

  1. Open the worksheet that you would like to use to create the Dataset. 
  2. Make sure the latest version of the worksheet is published. 
  3. Open the worksheet menu by clicking the ‘…’ in the upper right of the screen
  4. Choose ‘Extract Dataset’. A new Dataset will be created using the data sources and calculations of the current worksheet

Create a Worksheet Dataset from a Table

  1. Open the left-hand navigation menu
  2. Click on Connections
  3. Navigate to the table you would like to use as a data source 
  4. Click the down arrow next to “Create Worksheet”
  5. Click “Create Dataset”
  6. Your Dataset is created! Click ‘Edit’ and go to the Worksheet tab to add calculations to your Dataset

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